How to set up access, what to expect and training guides to support Hyperion.  


Hyperion is UBC’s campus-wide budgeting system. It is a centralized, web-based planning and forecasting solution that integrates financial and operational planning. The system provides flexibility for the departments/schools to manage their short-term and long-term budgets.

Hyperion includes planning for all funds that are part of the University’s consolidated financial statements. While certain funds are budgeted centrally (Capital, Research, Related Organizations) and are inaccessible in Hyperion, departments/schools are responsible for the planning for General Purpose Operating funds, Specific Purpose and Endowment funds.

Access to Hyperion

Submit the completed  Access Request Form to the Hyperion Access Administrator at the Dean’s Office. As system access is restricted, access requests require the Dean’s Office’s approval before the Budget Office will grant access.

What to Expect in Hyperion

Access to Hyperion requires users to log-in.  Once logged in, authorized users can access the Budgeting application Hyperion Planning where they can further access:


UBCPlan contains forms that are used to update the forecast (current year), and the plan (next fiscal year) numbers and to access the workforce data for budgeting purposes:

  • Forecast numbers are the department’s/school’s operating estimates for the current fiscal year. Numbers are updated with actual FMS data monthly, except during November and December (budget preparation period).  Departments/Schools are expected to revisit and update forecast numbers to reflect current operating requirements.
  • The Plan is the department’s/school’s best estimate of their operations for the upcoming fiscal year. The plan is prepared and approved before the beginning of the fiscal year.
  • Workforce provides details to salary and benefit amounts under Forecast and Plan. Information is extracted from Position Management, where all changes to salaries and benefits need to be made.

 Other Hyperion Resources